Member Management-Index

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Index

A

Account tab

ACH information

billing contact

current balance

description

general info

invoice activity

membership fees and dues

payment activity

renewal month 1, 2

Advanced options tab

business categories

description

locations

B

Basic Package

See Web participation

Billing contact

definition

modify

Business Categories

assign

C

Chamber representative

assign

Communication tab

description

ereferral

follow-up entry

log a call

print label

send email

Community member

Custom fields

description 1, 2

D

Display attributes

description

Drop a member

how to

E

Enhanced package

See Web participation

F

Fees and dues

assign

assign in date range - CM Plus only

edit

File-by name

definition

description

modify

G

Gold Package

See Web participation

I

Invoice a one time item

how to

J

Join date

definition

modify

K

Keywords

definition

L

Locations

Login name

for member

M

Member

create new

edit contact info

find

Member representative

contact info

create

default web display options

description

group participation

modify

print label

reassign

remove/inactivate

send email

web display options

Membership status

description

N

Non-member

See Web participation

R

Redirect Index

Renewal month

definition

modify

Reports

member profile report

S

Sales rep

definition

Stats tab

billing

description

event activity

member profile report

web hits/statistics

W

Web display information

description

modify

Web participation

definition

Web tab

display attributes

login name and password

member information page URL

web contact information

web descriptions and text context

web participation options

web photos & images